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● Xero

AI Agents for Xero

Production-grade AI agents that connect to Xero via the Xero API — automating accounts payable, bank reconciliation, and invoicing.

Integration Method

Xero API v2 (OAuth 2.0) · Xero Webhooks · Multi-organisation support · No middleware

How the Integration Works

01

Connect via Xero OAuth 2.0

A one-time OAuth 2.0 authorisation links your Xero organisation to the agent infrastructure.

02

Read and write via Xero API v2

All operations use the standard Xero API with full coverage of relevant accounting objects.

03

Keep humans in the loop on exceptions

Items with low confidence are queued as Draft records for your accountant to review.

04

Track agent activity in transaction history

All agent-created records include a reference note identifying the source agent.

Agent 01 · Finance

Bill Processing Agent

Captures supplier bills from email and upload, extracts amounts, supplier details, and account codes, and creates Draft Bills in Xero.

  • Supplier bill ingestion from email and document upload
  • AI extraction of supplier, amounts, tax, and due dates
  • Account code and tracking category auto-assignment
  • Duplicate detection before bill creation
  • Draft Bill creation via Xero API
  • Approval routing and payment scheduling
BillsContactsChart of AccountsTracking Categories
90%
Reduction in bill entry time
99%
Data extraction accuracy
0
Duplicate payments
Agent 02 · Finance

Bank Reconciliation Agent

Processes bank statement lines imported into Xero, matches transactions to invoices, bills, and spend money records, and applies account codes to unmatched items.

  • Bank statement line matching via Xero bank feeds
  • Rule-based and AI-assisted transaction matching
  • Account code suggestion for unmatched transactions
  • Multi-account and multi-currency support
  • Unmatched item queuing for accountant review
  • Reconciliation summary and exception reporting
Bank AccountsBank TransactionsInvoicesBills
99%
Match accuracy
90%
Time saved on reconciliation
0
Month-end backlog
Agent 03 · Sales

Invoice Automation Agent

Captures customer orders and contract milestones, creates Invoices in Xero with the correct branding theme and payment terms, and sends them automatically.

  • Order and milestone ingestion from email and web forms
  • Customer contact lookup and auto-creation
  • Invoice creation with correct branding theme and terms
  • Line item and account code mapping
  • Automatic invoice dispatch to customer
  • AR aging monitoring and payment reminder trigger
InvoicesContactsBranding ThemesAccounts Receivable
85%
Reduction in invoicing time
0
Missing or delayed invoices
24/7
Invoice processing availability

Ready to connect AI to your Xero environment?

Book a 30-minute discovery call. We'll map your highest-impact automation opportunity.

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